Denver PWM, LLC AAPL Holdings History

Number of Shares
10,754.00
Current Holdings Value*
$2.39 Mil
% of Portfolio
0.86%
Total Estimate Gain
$726,385.23
% of Total Estimate Gain
27.17%

Denver PWM, LLC's Apple Inc Holding Summary

As of 2025-03-31, Denver PWM, LLC held 10,754.00 shares of Apple Inc(AAPL), totaling $2.39 Mil. This investment constitutes 0.86% of their stock portfolio, and Denver PWM, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q3. And since then Denver PWM, LLC has made 12 purchases of AAPL, at an average price of $133.37, for a total of 20,049.00 shares. In addition, there have been 14 sales at an average price of $118.51 for 9,295.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Denver PWM, LLC's estimated gain on his AAPL holdings is $726,385.23, reflecting a 27.17% gain to date.

Denver PWM, LLC AAPL ($213.76) Holding Chart

Denver PWM, LLC AAPL ($213.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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